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Curi RMB Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Curi RMB Capital’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-13,236
Closed -$287K – 476
2015
Q2 		$287K Buy
+13,236
New +$291K 0.02% 355

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BlackRock
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CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curi RMB Capital's EPI Position: Q3 2015 in Review

Curi RMB Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2015, closing a stake of 13,236 shares — an estimated $287K sold.

Curi RMB Capital first reported a position in EPI in Q2 2015 and held it in 1 quarter. The position peaked at $287K in Q2 2015. 149 funds tracked by Wall St. Rank hold EPI as of Q3 2015.

  • Curi RMB Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2015 after selling out during the quarter.
  • Curi RMB Capital sold 13,236 WisdomTree India Earnings Fund ETF shares in Q3 2015, an estimated $287K.
  • Curi RMB Capital first reported a position in WisdomTree India Earnings Fund ETF in Q2 2015 and held it in 1 quarter.
  • Curi RMB Capital's WisdomTree India Earnings Fund ETF position peaked at $287K in Q2 2015.
  • 149 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2015.

Based on Curi RMB Capital's 13F filing for Q3 2015, filed 12 Nov 2015.